CDSL Account Modification With Trading PDF

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To, Client Name

Sharekhan Limited
Office Copy

Contact No.
Lodha, i Think Techno Campus, 10th Floor, Beta Building, Off. JVLR,
Opp. Kanjurmarg Railway Station, Kanjurmarg (E), Mumbai - 400042. Trading Code:
Tel.: 022-61151111 Fax: 022-67481891 email at dpcall@sharekhan.com
SEBI REG. NO. IN-DP-365-2018 CDSL DP ID-12036000 BO ID
NSDL DP ID-IN300513 Client ID
Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only) Date: D D M M Y Y Y Y
Dear Sir,
Please make necessary change/add in my / our client account as per details given below, (PLEASE TICK APPROPRIATE OPTION TO MAKE NECESSARY CHANGES)
CHANGE TO BE EFFECTED IN : Trading Account Depository Account Trading + Depository Account
Name of 1st Holder Name Middle Name Surname
Name of 2nd Holder
Name of 3rd Holder
CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address

Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address

Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
1st Holder 2nd Holder 3rd Holder
Mobile Number Declaration + 9 1 Mobile No. + 9 1 Mobile No. + 9 1 Mobile No.
(*Family to strictly include
spouse, dependent children I hereby declare that the Mobile number I hereby declare that the Mobile number I hereby declare that the Mobile number
and dependent parents only belongs to belongs to belongs to
Kindly tick relevant option) Self OR Family* (specify relation) Self OR Family* (specify relation) Self OR Family* (specify relation)
Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents
Consent for SMS Alert facility Yes No Consent for SMS Alert facility Yes No Consent for SMS Alert facility Yes No
Email ID Email ID Email ID
Emaill ID Declaration I hereby declare that the Email ID I hereby declare that the Email ID I hereby declare that the Email ID
(*Family to strictly include belongs to belongs to belongs to
spouse, dependent children Self OR Family* (specify relation) Self OR Family* (specify relation) Self OR Family* (specify relation)
and dependent parents only Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents
Kindly tick relevant option)
BANK DETAILS (Proof required) Update Bank in Mutual Fund Update the Given Bank A/C as Default / Future Transaction
Bank Name
Bank A/c No. Type of A/c
MICR No. IFSC Code
Branch Address
DP Details (Proof to be submitted for same) Default Option
LINK DP ID DP NAME CLIENT ID
Update PAN / DOB. 1st Holder 2nd Holder 3rd Holder
Update Aadhaar/UID 1st Holder 2nd Holder 3rd Holder
SMS Facility 1st Holder MOBILE NO 2nd Holder MOBILE NO 3rd Holder MOBILE NO

Signature
1st Holder 2nd Holder 3rd Holder

NOTE: 1. Please furnish proper supporting proofs for change in Client master. 2. Please submit the same in duplicate for acknowledgment. 3. If changes are to be done in DP-then all
holder as per DP A/c must sign the documents . 5. *Family to strictly includes spouse, dependent- children and dependent parents only. Kindly tick relevant option)
For Office Use Only
Scrutiny Emp Code
Data Entered By BRANCH STAMP HO STAMP
Verified By
Reference No.
For any grievance/dispute, please contact Sharekhan Ltd. at the above mentioned Registered / Correspondence office address or e-mail at myaccount@sharekhan.com/
igc@sharekhan.com or contact at 022 - 25753200/022 - 61151111/022-33054600
– Compliance Officer: Mr. Joby John Meledan, Tel. No : 022 - 6115 0000, E-mail ID: compliance@sharekhan.com
To, Client Name
Sharekhan Limited
Client Copy

Contact No.
Lodha, i Think Techno Campus, 10th Floor, Beta Building, Off. JVLR,
Opp. Kanjurmarg Railway Station, Kanjurmarg (E), Mumbai - 400042. Trading Code:
Tel.: 022-61151111 Fax: 022-67481891 email at dpcall@sharekhan.com
SEBI REG. NO. IN-DP-365-2018 CDSL DP ID-12036000 BO ID
NSDL DP ID-IN300513 Client ID
Sub.: Application for Change in Client Master (To be Filled in CAPITAL letters only) Date: D D M M Y Y Y Y
Dear Sir,
Please make necessary change/add in my / our client account as per details given below, (PLEASE TICK APPROPRIATE OPTION TO MAKE NECESSARY CHANGES)
CHANGE TO BE EFFECTED IN : Trading Account Depository Account Trading + Depository Account
Name of 1st Holder Name Middle Name Surname
Name of 2nd Holder
Name of 3rd Holder
CHANGE OF PERMANANT/LOCAL ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address

Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
CHANGE OF CORRESPONDENCE ADDRESS AND TELEPHONE NUMBER (Proof Required)
New Address Old Address

Landmark Landmark
City PIN* City PIN*
State State
Tel. No. Fax No. Tel. No. Fax No.
1st Holder 2nd Holder 3rd Holder
Mobile Number Declaration + 9 1 Mobile No. + 9 1 Mobile No. + 9 1 Mobile No.
(*Family to strictly include
spouse, dependent children I hereby declare that the Mobile number I hereby declare that the Mobile number I hereby declare that the Mobile number
and dependent parents only belongs to belongs to belongs to
Kindly tick relevant option) Self OR Family* (specify relation) Self OR Family* (specify relation) Self OR Family* (specify relation)
Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents
Consent for SMS Alert facility Yes No Consent for SMS Alert facility Yes No Consent for SMS Alert facility Yes No
Email ID Email ID Email ID
Emaill ID Declaration I hereby declare that the Email ID I hereby declare that the Email ID I hereby declare that the Email ID
(*Family to strictly include belongs to belongs to belongs to
spouse, dependent children Self OR Family* (specify relation) Self OR Family* (specify relation) Self OR Family* (specify relation)
and dependent parents only Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents Spouse Dependent Children Dependent Parents
Kindly tick relevant option)
BANK DETAILS (Proof required) Update Bank in Mutual Fund Update the Given Bank A/C as Default / Future Transaction
Bank Name
Bank A/c No. Type of A/c
MICR No. IFSC Code
Branch Address
DP Details (Proof to be submitted for same) Default Option
LINK DP ID DP NAME CLIENT ID
Update PAN / DOB. 1st Holder 2nd Holder 3rd Holder
Update Aadhaar/UID 1st Holder 2nd Holder 3rd Holder
SMS Facility 1st Holder MOBILE NO 2nd Holder MOBILE NO 3rd Holder MOBILE NO

Signature
1st Holder 2nd Holder 3rd Holder

NOTE: 1. Please furnish proper supporting proofs for change in Client master. 2. Please submit the same in duplicate for acknowledgment. 3. If changes are to be done in DP-then all
holder as per DP A/c must sign the documents . 5. *Family to strictly includes spouse, dependent- children and dependent parents only. Kindly tick relevant option)
For Office Use Only
Scrutiny Emp Code
Data Entered By BRANCH STAMP HO STAMP
Verified By
Reference No.
For any grievance/dispute, please contact Sharekhan Ltd. at the above mentioned Registered / Correspondence office address or e-mail at myaccount@sharekhan.com/
igc@sharekhan.com or contact at 022 - 25753200/022 - 61151111/022-33054600
– Compliance Officer: Mr. Joby John Meledan, Tel. No : 022 - 6115 0000, E-mail ID: compliance@sharekhan.com

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